Aureus Asset Management is an investment firm that creates customized portfolios for individuals, families, and organizations. They use a global investing philosophy, combining traditional and alternative investments. Aureus manages some investments directly and uses external managers for others. They offer three primary equity strategies: Core Equity, Dividend Equity, and High Income Equity. Clients can place reasonable restrictions on investments.
Assets Under Management$7.8B
Clients294
Advisors3
Avg. per Client$26M
Avg. per Advisor$2.6B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolios managed by Aureus and utilizing third party money managers have an annual fee rate starting at 1.0%. Fees are dependent on the level of monitoring for non-discretionary accounts and generally are charged at an annual rate of 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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